$ETH #AltcoinBreakout

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The Bernstein report indicates that ETH will continue to attract investment attention due to the rise of stable coins and asset tokenization, with institutions like Black Rock promoting ETH allocation. Banks are buying ETH to pay transaction fees, and the "GENIUS Act" has made stable coins legal digital cash.

This analysis is pertinent; the 45% rise in ETH is not a coincidence. Combined with the record $4.39 billion inflow into digital assets reported by Coin Shares last week, ETH saw a net inflow of $2.12 billion in a single week, almost doubling its historical record.

In my personal opinion, this marks a turning point for the bull market. However, large whales like Abraxas are increasing their ETH short positions at a loss, reflecting significant market divergence. Each increase in ETH ETF holdings pushes the price up by 1.8%, and it may reach $150,000 in October. I recommend increasing positions in RWA projects at lower levels.